Has Inflation Reached an Inflection Point?
Will the 2020s look like the 1970s with unstable inflation and soaring prices? Or will the economy return to the 2010s with low stable inflation rates of around 2%? There is a case to be made both ways, says CME Group Senior Economist Erik Norland. Monitor the futures products that matter to you. Create a watchlist.
Active Risk Management Has Become More Critical Than Ever
A confluence of major transitions in the global economy is changing the nature of risk and how it is managed, says CME Group Chief Economist Blu Putnam. Monitor the futures products that matter to you. Create a watchlist.
Blackstone CEO Talks Fiscal Risk
Blackstone CEO Stephen Schwarzman believes that the resilient labor market, which has refused to cool despite the Federal Reserve’s tightening cycle, will keep the U.S. Economy on track. Speaking with Bloomberg from the International Private Equity Market Conference in Paris, Schwarzman says that the budget deficit is a bigger risk than the current business cycle.
Peter Tuchman Talks Structural Shifts in the Global Economy
In the latest episode of View From The Floor, Peter Tuchman, Senior Floor Trader at Trade Mas, joins Gillian Kemmerer to discuss where we are in the current rate cycle, the pitfalls of tired data in the new economy and more.
Morgan Stanley: U.S. Economy Cooling Off, Not Cold
Morgan Stanley Chief Global Economist Seth Carpenter says that a soft landing remains the most likely outcome for the U.S. economy. Speaking with Tom Keene on Bloomberg Surveillance, Carpenter added that while more drag from monetary policy is likely to slow the market in the months ahead, recession is still not the base case scenario.
A Tale of Two Tapes
Stonebriar Wealth Management President Joe Davis joins Asset TV on the floor of the New York Stock Exchange to unpack both the bull and bear case for the U.S. economy.
The Return To Normalcy?
The shape of the yield curve continues to be in the spotlight. Is the options market pricing in a continuing move toward a normal shaped yield curve? Craig Bewick with CME Group and Scott Bauer with Prosper Trading Academy discuss. Monitor risk expectations in real time across asset classes with live-streaming CVOL.
What to Watch with the Next Fiscal and Monetary Regime
As the economy enters a phase of policy restraint on both the fiscal and monetary fronts, risk managers must learn to adapt to a persistence of short-term interest rates remaining above inflation expectations, a slower growth economic environment, and policy constraints no longer supporting equity and bond markets. CME Group Chief Economist Blu Putnam explains. View exclusive content and premium features Create a CME Group account
Paradigm Shifts from Economic Disruptions
An economic disruption usually begets a period of reassessment, then changed behavior. In the currency world, central bank policies are shifting, but not in a synchronized manner. CME Group Chief Economist, Blu Putnam discusses. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
Can the Economy Weather the Storm of Rising Rates and Rising Debt Levels?
U.S. debt levels are more than twice as high today as they were during the economy of the late 1970s and early 1980s. Can the U.S. economy support such large rate hikes without suffering a downturn? Insights by CME Group Senior Economist, Erik Norland. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
Bank of England Intervenes
To help stimulate the U.K.’s economy, the Bank of England announced plans to restart its quantitative easing program. Could the BOE’s intervention accelerate the pound’s decline? Insights by Jim Iuorio with TJM Institutional Services. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
Macro Markets Podcast Episode 20: For the Fed, the Devil Is in the Data; Agency MBS Update
U.S. Economist Matt Bush discusses the fast-moving economic data, and Managing Director Aditya Agrawal reports on developments in the Agency MBS sector.